Position in NVDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,442,154
+$88,434,350 QoQ
Shares Held
2,326,164
+7.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
8.21%
of 13F equity value
Holder Rank
#386
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ATALANTA SOSNOFF CAPITAL, LLC holds $1,043,361,238 across 8 Semiconductors names. NVDA ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
2,326,164 | $465,442,154 | |
| 2 | AVGO |
Broadcom Inc.
|
532,295 | $201,074,436 | |
| 3 | MU |
Micron Technology Inc
|
168,134 | $194,075,394 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
196,072 | $113,900,185 | |
| 5 | ADI |
Analog Devices Inc
|
166,764 | $66,233,657 | |
| 6 | TXN |
Texas Instruments Inc
|
3,992 | $1,189,895 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,030 | $1,074,347 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,246 | $371,170 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,442,154 | 2,326,164 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $377,007,804 | 2,161,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $443,332,693 | 2,377,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $455,800,759 | 2,442,924 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $396,865,665 | 2,511,967 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $260,171,282 | 2,400,547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,331,550 | 2,638,555 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $329,619,733 | 2,714,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $362,408,419 | 2,933,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $273,569,053 | 302,768 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $167,241,241 | 337,711 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $130,331,268 | 299,619 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $158,984,452 | 375,832 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $114,138,470 | 410,910 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $38,212,102 | 261,476 | Shares | Sole | 2023-05-22 | |
| 2022-09-30 | $9,992,217 | 82,315 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $61,949,071 | 408,662 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $131,481,955 | 481,866 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $120,530,982 | 409,816 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $117,642,848 | 567,884 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $114,130,264 | 142,645 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $78,455,433 | 146,939 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $74,926,822 | 143,483 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $78,848,176 | 145,686 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $80,281,863 | 211,317 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $62,372,240 | 236,617 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||